A letter for the partner who dreads January

Stop chasing shoeboxes. Get paid for ending them.

SheetTamer is the room where your clients' month happens: they drop receipts from their phone, everything files itself into the right month, and you see it all in one place instead of chasing it over email. Free for your practice. Forever. And your practice earns on every client subscription it brings.

What your clients do with it

• Snap and drop. Receipts, statements, invoices, from a phone camera or a folder. Each document files under the month it happened, not the month it was uploaded. A March receipt loaded in September lands in March.
• Load last year tonight, see it organized tomorrow. They can drop a whole year at once. It becomes a readable, exportable monthly ledger with a total that provably equals the sum of its rows.
• See where the money is going. SheetTamer flags what people miss: a category jumping against its own history, a vendor quietly charging more than it used to, the same charge hitting twice, a new subscription they forgot they started. Every flag shows its evidence, and a person confirms or dismisses it.

What your practice does with it

• One place instead of forty email threads. Every client's documents, months, and open requests, in one list. Ask for a missing bank statement with a request, not a phone call.
• Months have states. "March is ready" is a fact both sides can see, not a sentence lost in an inbox.
• Invites your clients actually complete. You enter their name and email; their signup arrives prefilled. One tap on a phone and they are in the room with you.
• Everything on the record. Documents, requests, and changes are logged. If a client lapses, their records stay readable and exportable, always. Nothing is ever deleted.

The math for your practice

Your practice pays nothing, ever. Your clients pay $19 a month (or $39.99 for the bigger plan) after a free trial: 30 days standard, 60 with your code. Your practice earns 20% of every subscription payment from clients you introduce, for as long as they stay subscribed.

The compliance part, done for you

Referral fees to CPAs are generally permitted with written disclosure to the referred client, and are not available for attest clients. Rules vary by state board, so confirm with yours. Here is a disclosure you can send as written:

Disclosure of referral fee: [Practice name] receives a referral fee from SheetTamer (GG Consulting, LLC) when a client we introduce subscribes to the service, for as long as the subscription remains active. This fee does not increase the price you pay. We provide this disclosure in accordance with applicable state board and AICPA requirements.

Getting started takes ten minutes

• 1. Create your free practice workspace at app.sheettamer.com and enter your code at signup, so we know this letter reached you.
• 2. Invite one client. The one whose shoebox you dread most.
• 3. Tell them to drop in last year. Their trial runs 60 days with your code; you will both see their months organized by morning.

Prefer to poke at it first? The free spreadsheet checker at sheettamer.com/app checks a workbook in memory and never stores it; the findings are all we keep.